Membership Benefits

By holding the best interests of the exempt market closely in mind, the National Exempt Market Association provides value for its members in a variety of ways, including;

  • A collective voice that keeps an open dialogue with the regulatory and governing bodies of the exempt market industry

  • Industry networking events

  • Legal, accounting, and tax informational resources

  • Educating the general public about exempt market securities

Membership Discounts

NEMA E&O Program

NEMANEMA’s group E&O program is now active (through BFL and Zurich), there is a $10,000 deductible and the rates are: $1000 for 1 million, and $1300 for 2 million. Prior acts are covered (if they have kept continuous) coverage as well as coverage for regulatory investigation coverage. If dual licensed, the policy covers professional services / activities rendered under Life, A&S, IIROC and MFDA licenses. For other plan highlights, click here. Privacy and Data Breach Coverage is also available, for more information please click here.

View Website Apply Now Contact Info

 

Olympia Trust Company

Olympia Trust CompanyAll Dealing Representatives (DR) Members will receive the waiving of the annual trustee fee on their personal Self Directed account held at Olympia Trust Company*.

*Only applies to one account which must be in the name of the NEMA DR Member (not their spouse/child/etc.). Discount only applies to annual trustee fee of $150. All other fees apply. Subject to applicable taxes*

View Website Contact Info

 

Marketing & Communications Central

NEMAReceive a 20% discount on marketing, advertising creative and PR services. Marketing & Communications Central is a boutique marketing agency specializing in helping investment managers, dealers and associations communicate complex messages. We created the “Roadmap to Private Investments” infographic for NEMA and promote NEMA and its members to the media.

View Website Contact Info

 

Canadian Securities Institute

Canadian Securities Institute10% discount on Moody’s Canadian Securities Institute courses: Canadian Securities Course, Courses within Moody’s Financial Planning Program, Courses within Moody's Strategic Wealth Management Program, Hedge Funds for Today's Financial Professional, and the Partner, Director & Officers Course.

View Website Contact Info

 

Wealth Professional Magazine

Wealth ProfessionalMembers get preferred pricing on advertising in the WP Wealth Professional Magazine. If interested, please click the contact info button below to send an inquiry.

More Info Contact Info

 

Staples Advantage

Staples AdvantageHelp reduce the costs of business supply expenses for members! The NEMA program has preferred discount pricing on everyday office supplies.

View Website Contact Info

 

Fairmont Hotels & Resorts

Staples AdvantageMembers now receive a Fairmont Palliser 10% discount off their Best Available Rate of the Day throughout Canada! Members can also sign up for their guest recognition and loyalty program, the Fairmont President’s Club. Enrolment is free and member travelers will receive immediate benefits with complimentary high speed internet and local calls.

View Website Contact Info

 

Animate Us

Animate Us20% member discount on animation and video production. Animate Us is a production company that creates dynamic and engaging animations and videos to tell your business’ story. Our team produced the “Exempt Education” video and have worked extensively with Exempt Market Dealers to produce commercial and educational videos.

View Website Contact Info

 

Allure Promotional Sales Ltd.

AllureMembers can now access corporate wear, executive gifts, and promotional swag items through Allure Promotional’s online catalogue. Please click the below contact button to inquire about your username and password.

View Website Contact Info

 

The Knowledge Bureau

KnowledgeJoin Knowledge Bureau and consolidate your role as a trusted advocate and steward for your clients at the Distinguished Advisor Workshops. NEMA members receive a 10% group rate discount from tuition rates. Learn from the best as we tour across Canada four times a year.

View Website Contact Info

 

The Funding Portal

Funding Portal20% discounted rate of just $16.67/month to register for The Funding Portal's new MyFundCard™ network, which makes connecting with promising companies that are actively looking for capital easier than ever. Creating a MyFundCard profile allows dealers to become eligible for matches to both investors and issuers seeking dealer services on the portal's online platform.

View Website Contact Info

funding-portal

 

Olympia Benefits Inc

Olympia Benefits IncWhy use an Olympia Health & Dental Plan? This innovative program will enable you to have your business pay for your family's health and dental expenses and deduct 100% of the cost as a business expense. If you already have extended health insurance, you can still use this program to cover the portion of expenses not covered in your existing plan. The Olympia plan provides a unique offering that enables small business owners to take tax free money from their corporation to pay for their family's health and dental expenses. Olympia Benefits Inc. is pleased to offer $100 off the $335 set up fee and $10 off of the $40 employee enrollment fee for Olympia's Plan 1 and Plan 3 Health and Dental Plan.

View Website Contact Info